Bonanza Value Strategy PMS


Key Portfolio Attributes

Inception Date: 02nd September, 2011

Investment Objective

Bonanza value aims to provide long term capital appreciation primarily by selecting and investing in securities perceived to be deeply undervalued with strong fundamentals and growth prospect. In this investment mandate, they pick an idea which would be next multi-bagger and where company’s product service have potential to command niche in its segment.

Portfolio Strategy

Investment into emerging leaders with consistent track record. Focus on companies having excellent Fundamentals for over 5 to 10 years. Primarily, allocation across mid cap and small cap stocks and a sector agnostic investment approach. The fund makes use of both top-down and bottom-up approach. The fund targets to have at least one of Catalyst for earnings growth by plant expansion, new clients addition, new market new products debt reduction, underlying raw material cost reduction, new orders getting executed in the next 1-2 years.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return





Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




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Do Not Simply Invest, Make Informed Decisions